CWC
Carolinas Wealth Consulting’s Invesco Water Resources ETF PHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-226
| Closed | -$13.8K | – | 1125 |
|
|
2023
Q4 | $13.8K | Hold |
226
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $11.5K | Hold |
226
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $12.7K | Hold |
226
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $12.1K | Hold |
226
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $11.6K | Buy |
+226
| New | +$11.6K | ﹤0.01% | 599 |
|
|
2020
Q4 | – | Sell |
-290
| Closed | -$12K | – | 994 |
|
|
2020
Q3 | $12K | Hold |
290
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $11K | Hold |
290
| – | – | ﹤0.01% | 334 |
|
|
2020
Q1 | $9K | Buy |
+290
| New | +$9K | ﹤0.01% | 156 |
|